Financial planning is
easy with the right advisors
We take great care to understand your financial needs. We help you simplify and optimize your money with highly personalized financial advisory services.
We are professionals who care. We get you results. But we need a couple things from you.
The first? trust.This is the easy part. Have just one conversation with us. Schedule a free consultation and get to know more about the individuals who will nurture your finances.
The second is patience. This is the part where we get our Corleone's on and make you an offer you can’t refuse. A year. Work with us for a year and we will help you reap the rewards of being a patient investor. At the end of the year, if you’re not satisfied, we will return your advisory fees.
Yes. We will put that in writing.
Success Stories
Siju is extremely knowledgeable about the investment options available in the market. He takes the time to listen to each customer’s preferences and risk appetite and tailors his investment proposals accordingly.
Raghuram Belur
Raghuram Belur
Engineering Leader San Francisco Bay Area
I know Mr Siju Nair from his Axis Bank days when he was servicing all Fortis Hospital doctors. I chose to continue with Siju when he went on to cofound Finshield Advisors, because of his client-centric approach.
Dr. Murali Chakravarthy
Dr. Murali Chakravarthy
Director- Department of Anesthesia, Chairman - Central Infection Prevention & Control Committee,Fortis Hospital Bangalore
Rajiv and Siju are wonderful at their jobs and have a wealth of experience. Working in finance myself, I really appreciate their knowledge and advice. Even after working with so many people and ..
Jaya Durga Mani
Jaya Durga Mani
Chartered Accountant - JP Morgan Chase & Co